Civic Intelligence

Trailside Elementary PTO

EIN 88-1448774 • 501(c)3 • Zionsville, IN

Pub. 78 Eligible

Profile

To enhance and support the education experience at trailside elementary school through volunteer and financial support. To enhance communications among the parents/guardians, teachers and administrators of trailside. To promote interest and involvelment of parents/guardians in school activities. To promote and facilitate the education of trailside students through enrichment programs and activities.

4200 S 875 EZionsville, IN 46077

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

36th percentile

-5.3%

Higher net margin than 36% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$37,947

Down $1,739 (-4.4%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$37,947

Down $1,739 (-4.4%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin36th percentile

Revenue

Down

$35,256

Down $12,945 (-27%) from 2024

Expenses

Up

$37,122

Up $2,995 (+8.8%) from 2024

Net Income

Down

-$1,866

Down $15,940 (-113%) from 2024

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2023: $25,612Net Assets 2023: $25,6122023Assets 2024: $39,686Liabilities 2024: $0Net Assets 2024: $39,6862024Assets 2025: $37,947Net Assets 2025: $37,9472025

Highlighted filing

2025

Assets$37,947
Liabilities-
Net Assets$37,947
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80K$60K$40K$20K$0-$20KRevenue 2023: $71,753Expenses 2023: $46,141Net Income 2023: $25,6122023Revenue 2024: $48,201Expenses 2024: $34,127Net Income 2024: $14,0742024Revenue 2025: $35,256Expenses 2025: $37,122Net Income 2025: -$1,8662025

Highlighted filing

2025

Revenue$35,256
Expenses$37,122
Net Income-$1,866
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,947
Liabilities
-
Net assets
$37,947
Revenue
$35,256
Expenses
$37,122
Net income
-$1,866
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$37.9$37.9$35.3$37.1$1.87
2024Detailed filing. Detailed filing data is available for this year.$39.7$0.00$39.7$48.2$34.1$14.1
2023Detailed filing. Detailed filing data is available for this year.$25.6$25.6$71.8$46.1$25.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 29, 2025
Return Version
2024v5.2
Gross Receipts
$62,100
Mission and Program Overview

Mission

To enhance and support the education experience at trailside elementary school through volunteer and financial support. To enhance communications among the parents/guardians, teachers and administrators of trailside. To promote interest and involvelment of parents/guardians in school activities. To promote and facilitate the education of trailside students through enrichment programs and activities.

Program Services

DescriptionGrantsExpenses
Student enrichment, family services, and staff services to promote and facilitate the education of Trailside Elementary School students.$0$36,313
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vanessa FriedmanPresidentPT$0--
Lisa StepsisVice President-$0--
Annette EnglandSecretary-$0--
Kelly SwenssonTreasurerPT$0--
Lyndsey WillmanVP Fundraising-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Jog-A-Thon$38,497$0$2,111$-2,111
Book Fair$11,062$11,062$11,065$-3
Total Events$60,458$21,961$26,844$-4,883
Filing and Contact Details

Filer

Filer Name
Trailside Elementary PTO Inc
EIN
88-1448774
Phone
3174138386
Address
4200 S 875 E, Zionsville, IN 46077

Signing Officer

Name
Vanessa Friedman
Title
President
Phone
3174138386
Signed
2025-10-29
Discuss with paid preparer
Yes

Preparer

Firm
JR Helms & Associates PC
Address
7960 Zionsville Road, Indianapolis, IN 46268
Preparer
John R Helms CPA
Phone
3173372980
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Operational Expenses 1205.”

Form 990EZ, Part I, Line 16

“Student Teacher Program Expenses 35108.”

Raw XML Appendix179 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Zionsville
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Vanessa Friedman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Lisa Stepsis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Annette England
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Kelly Swensson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lyndsey Willman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP Fundraising
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt036313
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To enhance and support the education experience at Trailside Elementary School through volunteer and financial support. To enhance communications among the parents/guardians, teachers and administrators of Trailside. To promote interest and involvelment of parents/guardians in school activities. To promote and facilitate the education of Trailside students through enrichment programs and activities.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Student enrichment, family services, and staff services to promote and facilitate the education of Trailside Elementary School students.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TotalRevenueAmt035256
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: Net Income from Fundraising 2022: 14197. 2023: 7440. 2024: 21961. Description: Gross Profit from Sale of Inventory 2022: 1490. 2023: 1135. 2024: 890.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt039626
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt056066
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Operational Expenses 1205.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Student Teacher Program Expenses 35108.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Vanessa Friedman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03174138386
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Trailside Elementary PTO Inc
ReturnHeader/Filer/BusinessNameControlTxt0TRAI
ReturnHeader/Filer/EIN0881448774
ReturnHeader/Filer/PhoneNum03174138386
ReturnHeader/Filer/USAddress/AddressLine1Txt04200 S 875 E
ReturnHeader/Filer/USAddress/CityNm0Zionsville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046077
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351984487
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JR Helms & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07960 Zionsville Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Indianapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046268
ReturnHeader/PreparerPersonGrp/PhoneNum03173372980
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John R Helms CPA
ReturnHeader/ReturnTs02025-11-04T07:10:18-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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